Filing Research | LISTED FDS TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	RFG Advisory, LLC	Shares	128.2KSH	$5.1M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	48.3KSH	$1.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	50.2KSH	$1.9M
4	Apollon Wealth Management, LLC	Shares	36.6KSH	$1.4M
5	Farther Finance Advisors, LLC	Shares	26.1KSH	$1.0M
6	SageOak Financial, LLC	Shares	23.6KSH	$932.2K
7	IFG Advisors, LLC	Shares	9.2KSH	$364.5K
8	Valeo Financial Advisors, LLC	Shares	8.5KSH	$335.6K
9	Wealthcare Advisory Partners LLC	Shares	6.7KSH	$266.1K
10	IFP Advisors, Inc	Shares	2.9KSH	$112.8K

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	RFG Advisory, LLC added	Shares	+13.1K	+$1.5M	$5.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.1K	+$654.6K	$1.9M
3	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$425.7K	$1.9M
4	Valeo Financial Advisors, LLC new	Shares	+8.5K	+$335.6K	$335.6K
5	Apollon Wealth Management, LLC added	Shares	+102	+$325.7K	$1.4M
6	Farther Finance Advisors, LLC added	Shares	+1.9K	+$275.2K	$1.0M
7	Wealthcare Advisory Partners LLC new	Shares	+6.7K	+$266.1K	$266.1K
8	SageOak Financial, LLC trimmed	Shares	-1.3K	+$169.0K	$932.2K
9	IFG Advisors, LLC trimmed	Shares	-400	+$69.2K	$364.5K
10	IFP Advisors, Inc added	Shares	+100	+$28.3K	$112.8K
11	Courage Miller Partners, LLC exited	Shares	-9.7K	-$296.9K	$0

Filing Research | LISTED FDS TR Institutional Holdings